SevenBridge Financial Group LLC Grows Position in Caterpillar Inc. $CAT

SevenBridge Financial Group LLC raised its holdings in Caterpillar Inc. (NYSE:CAT) by 17.6% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 12,321 shares of the industrial products company’s stock after purchasing an additional 1,840 shares during the period. Caterpillar accounts for about 1.0% of SevenBridge Financial Group LLC’s holdings, making the stock its 24th biggest position. SevenBridge Financial Group LLC’s holdings in Caterpillar were worth $5,879,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the business. Kilter Group LLC purchased a new position in Caterpillar in the 2nd quarter valued at approximately $27,000. Marquette Asset Management LLC raised its holdings in Caterpillar by 1,060.0% during the 3rd quarter. Marquette Asset Management LLC now owns 58 shares of the industrial products company’s stock valued at $28,000 after acquiring an additional 53 shares during the period. RiverPark Advisors LLC purchased a new stake in shares of Caterpillar during the second quarter worth $32,000. Joseph Group Capital Management bought a new position in shares of Caterpillar in the third quarter worth $32,000. Finally, Vermillion & White Wealth Management Group LLC grew its position in shares of Caterpillar by 107.0% in the second quarter. Vermillion & White Wealth Management Group LLC now owns 89 shares of the industrial products company’s stock valued at $35,000 after purchasing an additional 46 shares in the last quarter. 70.98% of the stock is currently owned by hedge funds and other institutional investors.

Caterpillar Stock Performance

NYSE:CAT opened at $707.76 on Thursday. The stock has a market cap of $329.31 billion, a P/E ratio of 37.61, a PEG ratio of 1.69 and a beta of 1.54. The company has a quick ratio of 0.94, a current ratio of 1.44 and a debt-to-equity ratio of 1.44. The business’s 50-day moving average price is $689.45 and its two-hundred day moving average price is $581.29. Caterpillar Inc. has a twelve month low of $267.30 and a twelve month high of $789.81.

Caterpillar (NYSE:CAT) last issued its quarterly earnings data on Thursday, January 29th. The industrial products company reported $5.16 EPS for the quarter, topping the consensus estimate of $4.67 by $0.49. The company had revenue of $19.13 billion during the quarter, compared to analyst estimates of $17.81 billion. Caterpillar had a return on equity of 45.76% and a net margin of 13.14%.Caterpillar’s revenue was up 17.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $5.14 earnings per share. As a group, equities analysts predict that Caterpillar Inc. will post 19.86 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages recently issued reports on CAT. UBS Group reissued a “neutral” rating and set a $677.00 price objective on shares of Caterpillar in a report on Monday, February 2nd. Oppenheimer upped their price target on Caterpillar from $729.00 to $817.00 and gave the company an “outperform” rating in a research report on Friday, March 6th. DA Davidson increased their price target on shares of Caterpillar from $569.00 to $650.00 and gave the stock a “neutral” rating in a report on Monday, February 2nd. Evercore boosted their price objective on shares of Caterpillar from $476.00 to $630.00 and gave the company an “outperform” rating in a research note on Monday, November 17th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of Caterpillar in a report on Monday, December 29th. Sixteen investment analysts have rated the stock with a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $730.50.

Key Caterpillar News

Here are the key news stories impacting Caterpillar this week:

• Positive Sentiment: Citi raised its price objective to $785 (from $760) and reiterated a Buy, citing healthy demand signals from ConExpo and stronger U.S. construction activity. Citi Boosts Caterpillar (CAT) Price Objective, Sees Strong U.S. Construction Activity
• Positive Sentiment: Oppenheimer lifted its price target to $817 (from $729) and maintained an Outperform rating, further supporting a bullish analyst backdrop. Oppenheimer Raises PT on Caterpillar Inc. (CAT) to $817 From $729 – Here’s Why
• Positive Sentiment: Caterpillar signed a Global Framework Agreement with Atlas Energy Solutions to supply roughly 1.4 GW of power‑generation equipment (about $840M of manufacturing capacity) for 2027–2029, expanding Caterpillar’s energy business and multi‑year revenue visibility. Atlas Energy to buy $840 million in Caterpillar power assets
• Positive Sentiment: Short interest fell ~17% in February to ~8.3M shares (1.8% of float), which reduces immediate short‑selling pressure and can be a tailwind for the stock if buying resumes. Data note
• Neutral Sentiment: Analyst coverage remains constructive overall (average “Moderate Buy”), with several firms highlighting long‑term demand drivers even as opinions vary on timing. Caterpillar Inc. (NYSE:CAT) Receives Average Recommendation of “Moderate Buy” from Analysts
• Neutral Sentiment: Industry/management commentary on AI, data and industrial innovation offers longer‑term operational upside but is not an immediate earnings catalyst. Caterpillar’s Ogi Redzic On AI, Data And Industrial Innovation
• Negative Sentiment: Despite the positive headlines, the stock is down today and has shown recent short‑term weakness; Zacks flagged a larger intraday drop versus the broader market. Caterpillar (CAT) Suffers a Larger Drop Than the General Market: Key Insights
• Negative Sentiment: Valuation and “overvaluation” narratives plus commentary that strong cash flows don’t guarantee outsized returns are keeping some investors cautious after recent gains. Assessing Caterpillar’s Valuation After Recent Share Price Weakness And A Popular Overvaluation Narrative

Insiders Place Their Bets

In other news, insider Lange Bob De sold 22,656 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $720.11, for a total value of $16,314,812.16. Following the transaction, the insider owned 79,953 shares of the company’s stock, valued at $57,574,954.83. This represents a 22.08% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider Denise C. Johnson sold 39,138 shares of the firm’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $681.08, for a total transaction of $26,656,109.04. Following the sale, the insider owned 43,350 shares in the company, valued at approximately $29,524,818. This trade represents a 47.45% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 135,950 shares of company stock worth $94,327,990. 0.33% of the stock is owned by corporate insiders.

About Caterpillar

Caterpillar Inc is a global manufacturer of construction and mining equipment, diesel and natural gas engines, industrial gas turbines and locomotives. The company’s product portfolio includes earthmoving machines such as excavators, bulldozers, wheel loaders and off‑highway trucks, as well as a range of power generation products including generator sets and power systems for industrial and commercial use. Caterpillar serves customers across heavy construction, mining, energy, transportation and related industries with both equipment and integrated technology solutions.

In addition to manufacturing, Caterpillar provides a broad range of aftermarket parts and support services, including maintenance, repair, remanufacturing and fleet management tools.